Shawn Patrick Brunner
Investment adviser representative at Coastal Wealth Advisors, LLC
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$106.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Coastal Wealth Advisors, LLCJun 2021 to now
- Precision Financial ServicesDec 2015 to Jun 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 6 states (FL, NJ, NY, PA, SC, TX).
Coastal Wealth Advisors, LLC
$106.6MAssets managed
110Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5442641
- Firm CRD
- 174574